Everything you need to manage portfolios

Pulse Symphony

Wealth & investment management in a flexible system.

Introducing Pulse Symphony, everything you need to manage portfolios of any size. Fully hosted, fully supported and all in one place, Pulse Symphony provides complete wealth and investment functionality in a single, flexible system.

Pulse is appropriate for every area of your business and makes it easier to manage the data and processes you need to meet your compliance requirements, improve business processes, sales reporting, client liaison and service delivery.

A complete system for simple to sophisticated portfolios.

  • Easily create model portfolios and tailored information
  • Automate data feeds and trade in real-time
  • Give clients secure online access, clear and quick reporting
  • Fully hosted and supported

Discover how your business can perform better with Pulse Symphony.

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